US Shale Gas to Liquids?
…emanating from the Permian; and produce these advantaged products. It would also help reduce the risk of US LNG projects glutting the market. We therefore model the economics in this…
Patent Leaders in Energy
…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….
Shale growth: what if the Permian went CO2-neutral?
…intensity of the Permian, by source and by operator, based on over a dozen models we have constructed. Pages 11-15 argue why increased LNG development is the single greatest operational…
Upstream technology leaders: weathering the downturn?
…the downturn, benefit from dislocation and thrive in the recovery. This 14-page research note finds clear leaders in onshore, offshore, shale, LNG and digital, while others in the industry may…
CO2 concentrations in industrial exhaust streams?
…Industries like cement kilns and blast furnaces can have 10-40% CO2 in their exhaust gas. Ethanol and LNG plants are higher again, and can produce almost pure CO2. Costs will…
US shale gas: the economics?
…2023-2030, albeit flatlining in 2024, then re-accelerating on higher oil prices. Amazingly, there is potential to underpin a 100-200MTpa US LNG expansion, with just 20-50 additional rigs. Although recently we…
China: can the factory of the world decarbonize?
…be captured or offset. The biggest challenges are geopolitics and sourcing enough LNG. $499.00 – Purchase Checkout Added to cart The vastness of China’s industrial economy is outlined on pages 2-4. China’s…
Energy transition: top commodities?
…although this is most often because they are smaller markets to begin with. Although many commodities require sharp growth curves, if the world is going to reach net zero by…
Rocket fuels: an overview?
…new-comer, LNG. Although hydrogen provides the greatest specific impulse, a measure of a rocket’s thrust per fuel mass, we actually find a surprising trend away from liquid hydrogen in rocket…
Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30….